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Categories Leads and Prospects
Created by Carey Puumala
Created on Dec 5, 2023

RELATED IDEAS

Have all new accounts created go to the Leads Center.

until they register, for ease in tracking and preventing clients to slip through the cracks.

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  • Lisa Gaunt
    Reply
    |     Feb 27, 2024

    Yes, if not enrolled in a week, love for them to be moved to the lead center